Patti L. Grant
Professional summary
Patti Lillian Grant, who also goes by Patti Lilian Grant, Patti Lillian Grant-wilkinson, Patti Lillian Wilkinson, Patti Wilkinson, Patti L Grant, is a registered financial advisor currently at HIVE WEALTH MANAGEMENT LLC located in Ashton, Maryland.
Patti is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Patti has worked at 2 firms and has passed the Series 65, Series 63, SIE, Series 52 and Series 53 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Patti Lillian Grant's CRS (Customer Relationship Summary).
Certified licenses
Experience
May 3, 2021 - Present
HIVE WEALTH MANAGEMENT LLC
May 15, 2012 - December 7, 2015
JEFFERIES LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(7/13/2021)
(8/13/2021)
(6/25/2021)
(5/3/2021)
(6/18/2021)
Exams
Current Firm
HIVE WEALTH MANAGEMENT LLC
CRD#: 313724 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 2 |
| AUM (Assets Under Management) | $ 344,686 |
Red Flags
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